Strategic Business Partner
1 week ago
Richter, a leading Business | Family Office, is seeking a skilled Specialist to join our team in Montreal or Toronto. As a trusted advisor, you will play a vital role in providing strategic business services to our clients.
About the RoleThis exciting opportunity allows you to develop your career with direct support from managers and firm partners. You will work in a dynamic environment that values work-life balance and mental health and well-being.
Key Responsibilities- Review compliance documents annually and maintain client records.
- Assist with client meeting preparation to ensure client documentation is up-to-date.
- Support new client onboarding by preparing compliance documents.
- Ensure timely responses to money manager compliance requests.
- Maintain an in-depth understanding of regulatory requirements.
- Collaborate with the Compliance Manager to update compliance processes.
We are looking for a motivated professional with 3-5 years of experience in the financial industry, particularly in the investment sector. Your advanced computer skills, excellent communication abilities, and strong organizational skills will enable you to succeed in this role.
What We Offer- Competitive salary: $60,000 - $80,000 per year (based on location and experience).
- Group benefits, including insurance, Health Spending Account, and savings plans.
- Employee and Family access to virtual healthcare network.
- Annual Health & Well-being Program.
- Hybrid work environment.
- Tuition reimbursement.
- Professional dues reimbursement.
- CFE leave financial support.
- Academic incentives.
- Talent referral bonus.
- Client referral bonus.
- Access to concierge services.
- Annual employee rewards and recognition.
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